I think that the negativity here is unfortunate. The reality is that it’s very hard to see a normal VC level return on the $100M+ Elon and friends have invested here. And don’t let anyone fool you - this is the fundamental reason the BCI field has moved slowly.
If Neuralink proceeds to a scenario where quadriplegic patients can get reliable (ie lifelong) control of their computers for less than $100k that will be a huge win for them for a cost that no one else was willing to pay.
To be clear, at that order of magnitude they might make back their investment, but it won’t be 10x or 100x, and the potential healthy-brain-connected-to-the-AI play is much less rooted in reality than Teslas all becoming taxis.
Worst case scenario is that Elon loses interest and pulls the plug and Mr Arbaugh loses continued tech support a la a google product. I think that’s the one question I wish the author had asked…
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